MSENX Litman Gregory Masters Equity Fund Investor Class

This is an open ended mutual fund. The investment seeks long-term growth of capital that is, the increase in the value of the investment over the long term. The fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities. It invests primarily in the securities of large-, mid- and small-sized U.S. companies, although the managers also have flexibility to invest in the securities of foreign companies (up to 50% of the fund& 39 s net assets may be invested in foreign equity securities, which may include emerging markets).

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As of 08/04/2021


Mutual Fund Information
Sponsor:     Litman Gregory Funds Trust
Category1:  US Equity
Category2:  Broad market
Category3:  Large cap
Morningstar category:  Large Growth
Investment style: Actively managed
Leverage factor:  1.00
Inception date:     12/31/1996
Market cap:     $40,000
Current yield:     0.00%
Fees:     1.4000%
All SEC Filings:  SEC Edgar Online
Summary Prospectus:  497
Semi-Annual filings:  N-CSR
Quarterly holdings:  NPORT
CUSIP:  53700T504
ISIN:    US53700T5048
Investment style: Actively managed

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